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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,236 | $167,362+54.3% | $143,799+79.6% | $134,532+92.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 318.07% | 0.47%+317.6pp | -0.04%+318.1pp | 418.27%-100.2pp |
| Employer contribution / active EE | $2,469 | $5,620-56.1% | $4,952-50.2% | $4,741-47.9% |
| Participant deferral / active EE | $3,538 | $6,447-45.1% | $5,638-37.3% | $6,401-44.7% |
| Admin fee / account holder | $1,583 | $18,094-91.2% | $14,677-89.2% | $11,429-86.1% |